Eclectic Associates
IGR

Eclectic Associates’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Eclectic Associates’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$152K Sell
12,933
-1,251
-9% -$16.9K 0.02% 157
2026
Q2 		$196K Buy
14,184
+285
+2% +$3.97K 0.02% 156
2026
Q1 		$183K Buy
13,899
+5,893
+74% +$83.1K 0.02% 155
2025
Q4 		$105K Buy
+8,006
New +$113K 0.02% 148

Other funds holding IGR

IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Eclectic Associates's IGR Position: Q3 2026 in Review

Eclectic Associates reduced its CBRE Global Real Estate Income Fund (IGR) stake by 8.8% in Q3 2026, selling an estimated $16.9K and leaving 12,933 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #157.

Eclectic Associates first reported a position in IGR in Q4 2025 and has held it in 4 quarters since. The position peaked at $196K in Q2 2026. 8 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Eclectic Associates held 12,933 shares of CBRE Global Real Estate Income Fund worth $152K as of Q3 2026.
  • Eclectic Associates sold 1,251 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $16.9K.
  • CBRE Global Real Estate Income Fund made up 0.02% of Eclectic Associates's portfolio in Q3 2026, its #157 holding.
  • Eclectic Associates first reported a position in CBRE Global Real Estate Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Eclectic Associates's CBRE Global Real Estate Income Fund position peaked at $196K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.